Previous Webinars

Advocate and Elevate

The CPA Firm Management Association has specifically designed their webinars for today’s busy professional. In just minutes, you have access to in-depth coverage of an ever-changing array of current practice management topics, issues and the latest trends, best practices and developments. We cover topics falling in all areas of responsibility for COOs, Directors of Administration, Firm Administrators, Controllers, Directors of Operation, Human Resource Managers, IT professionals and Administrative and Managing Partners.

IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view select recordings for free and on-demand. Join CPAFMA today to enjoy this benefit.
Ensuring Business Continuity by Securing Your Remote Workforce
Christopher Stark, President & CEO, Cetrom
How to Make the Exam a Priority
Paul Wiese, Vice-President, Strategic Partnerships, Surgent
Lean Firm
Roman Kepczyk, CPA.CITP, CGMA Director of Firm Technology Strategy, Right Networks
CPA Technology Update/Equipment Recommendations
Roman Kepczyk, CPA.CITP, CGMA Director of Firm Technology Strategy, Right Networks
Managing Talent in An Uncertain Economy
Jennifer Wilson and Renee Moelders, ConvergenceCoaching, LLC
May 28, 2020
Details
The Firm Manager's Guide to Success in the COVID-19 Economy: Revitalized Operating Standards
Ira Rosenbloom, CPA, Chief Operating Executive, Optimum Strategies, LLC
The Firm Manager's Guide to Success in the COVID-19 Economy: Revitalized Operating Standards
Ira Rosenbloom, CPA, Chief Operating Executive, Optimum Strategies, LLC
Security Update/Firm Briefing
Roman Kepczyk, CPA.CITP, CGMA Director of Firm Technology Strategy, Right Networks
The Firm Manager's Guide to Success in the COVID-19 Economy: New Best Practices to Succeed
Ira Rosenbloom, CPA, Chief Operating Executive, Optimum Strategies, LLC
The Firm Manager's Guide to Success in the COVID-19 Economy: New Best Practices to Succeed
Ira Rosenbloom, CPA, Chief Operating Executive, Optimum Strategies, LLC
Turbocharge Your Profitability with Remote Office Technology
Frank Stitely, CPA, CEO, Clarity Practice Management
Client Accounting Services (CAS) Playbook
Roman Kepczyk, CPA.CITP, CGMA Director of Firm Technology Strategy, Right Networks
Remote Work and Cybersecurity: Protecting Yourself and Your Clients
Joseph E. Brunsman, Vice President & Chief Content Officer and Dan Hudson, CPCU, Founder & President, Chesapeake Professional Liability Brokers, Inc.
April 23, 2020
Details Order Podcast
Today’s Digitally Driven Firm
Roman Kepczyk, CPA.CITP, CGMA Director of Firm Technology Strategy, Right Networks
April 21, 2020
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Remote Work: Staying Healthy and Serving Clients Amidst COVID-19
Renee Moelders and Tamera Loerzel of ConvergenceCoaching, LLC
April 1, 2020
Details
Relationship Building in an Anti-Social World: 10 Ways to Connect with Clients to Improve Retention
Jennifer Farrell, Marketing Director and Lacy Magby, Vice President of Sales, Conarc
February 13, 2020
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Social Media Cybersecurity Best Practices
Daniel Eliot, Director of Education & Strategic Initiatives for National Cyber Security Alliance
January 15, 2020
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The Rise of Advisory Services – Building a Sustainable CPA Firm
Philip J. Whitman, CPA – CEO /President, & David Wolfskehl – Senior Managing Director, Whitman Business Advisors
January 7, 2020
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2020 Digitally Driven Firm Survey Results Overview
Roman H. Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks
December 20, 2019
Details Watch Recording
Best Practices to Help You Lead Technology Changes at Your Firm
Lacy Magby, Vice President of Sales, Conarc & Jeanie Price, PAFM, Partner, DeLeon & Stang
December 17, 2019
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E-Signatures for Form 8879 and Related Issues
Katie Marquard - Manager of Sales & Marketing at SafeSend (cPaperless, LLC)
December 12, 2019
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Creating A Cybersecurity Strategy For Your Firm
Daniel Eliot, Director of Education & Strategic Initiatives for National Cyber Security Alliance
December 5, 2019
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How to Create Amazing Marketing Content
Jamie Miller, CEO and Don Breckenridge, Partner - Marketing By Numbers
December 3, 2019
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Cybersecurity 101: Start with the Basics
Daniel Eliot, Director of Education & Strategic Initiatives for National Cyber Security Alliance
November 18, 2019
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